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U.S. Building Products Industry Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies53
  • 7D0.8%
  • 3M-1.2%
  • 1Y-2.6%
  • YTDn/a

Over the last 7 days, the Building Products industry has remained flat, although notably Carrier Global gained 3.4%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 23 Jan 2026US$387.3bUS$163.7bUS$11.6b21.3x33.5x2.4x
Sun, 21 Dec 2025US$370.4bUS$163.6bUS$11.6b19.3x32x2.3x
Tue, 18 Nov 2025US$363.5bUS$161.0bUS$11.1b17.1x32.8x2.3x
Thu, 16 Oct 2025US$385.3bUS$160.9bUS$12.6b21.8x30.6x2.4x
Sat, 13 Sep 2025US$400.0bUS$160.9bUS$12.5b23.3x31.9x2.5x
Mon, 11 Aug 2025US$394.0bUS$160.7bUS$12.9b22.4x30.5x2.5x
Wed, 09 Jul 2025US$400.6bUS$162.0bUS$13.8b21x28.9x2.5x
Fri, 06 Jun 2025US$397.7bUS$163.3bUS$14.0b21.4x28.4x2.4x
Sun, 04 May 2025US$384.5bUS$162.9bUS$13.6b20.2x28.3x2.4x
Tue, 01 Apr 2025US$351.9bUS$162.6bUS$13.4b20.5x26.3x2.2x
Thu, 27 Feb 2025US$374.6bUS$162.5bUS$13.4b21.1x28x2.3x
Sat, 25 Jan 2025US$413.0bUS$163.6bUS$14.3b20.8x28.8x2.5x
Mon, 23 Dec 2024US$394.3bUS$163.6bUS$14.3b22.1x27.5x2.4x
Wed, 20 Nov 2024US$423.0bUS$162.3bUS$14.3b21.5x29.6x2.6x
Fri, 18 Oct 2024US$428.8bUS$164.3bUS$16.4b24.2x26.1x2.6x
Sun, 15 Sep 2024US$399.4bUS$164.3bUS$16.4b21.7x24.3x2.4x
Tue, 13 Aug 2024US$363.9bUS$164.4bUS$16.4b19.9x22.1x2.2x
Thu, 11 Jul 2024US$359.6bUS$162.7bUS$14.3b20.1x25.1x2.2x
Sat, 08 Jun 2024US$363.6bUS$163.8bUS$14.3b19.9x25.4x2.2x
Mon, 06 May 2024US$372.4bUS$166.6bUS$14.4b22.2x25.8x2.2x
Wed, 03 Apr 2024US$374.5bUS$165.2bUS$14.7b23.6x25.4x2.3x
Fri, 01 Mar 2024US$357.1bUS$166.8bUS$14.8b23x24.1x2.1x
Sun, 28 Jan 2024US$333.7bUS$175.3bUS$14.8b20.1x22.5x1.9x
Tue, 26 Dec 2023US$332.5bUS$175.3bUS$14.8b20.5x22.5x1.9x
Thu, 23 Nov 2023US$297.1bUS$175.2bUS$15.0b17.3x19.9x1.7x
Sat, 21 Oct 2023US$249.6bUS$171.8bUS$14.8b16.5x16.9x1.5x
Mon, 18 Sep 2023US$277.3bUS$171.9bUS$14.8b17.4x18.7x1.6x
Wed, 16 Aug 2023US$289.8bUS$171.9bUS$14.8b17.3x19.6x1.7x
Fri, 14 Jul 2023US$290.6bUS$174.2bUS$15.2b16.6x19.1x1.7x
Sun, 11 Jun 2023US$259.9bUS$174.0bUS$15.2b15x17.1x1.5x
Tue, 09 May 2023US$249.4bUS$174.2bUS$15.2b15x16.4x1.4x
Thu, 06 Apr 2023US$230.7bUS$175.5bUS$16.7b13.2x13.9x1.3x
Sat, 04 Mar 2023US$261.3bUS$175.5bUS$16.7b14.5x15.7x1.5x
Mon, 30 Jan 2023US$250.2bUS$176.3bUS$17.3b14.7x14.5x1.4x
Price to Earnings Ratio

14.5x


Total Market Cap: US$250.2bTotal Earnings: US$17.3bTotal Revenue: US$176.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 24.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.5x which is higher than its 3-year average PE of 24.4x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 13% per year over the last three years,
  • Revenues have also declined 2.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-0.28%
Industrials-0.052%
Building0.79%
Building Products0.79%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CARR Carrier GlobalUS$57.443.4%
+US$1.6b		-17.8%PE35.1x
JCI Johnson Controls InternationalUS$114.511.4%
+US$1.1b		39.6%PE40.7x
MOD Modine ManufacturingUS$147.5211.9%
+US$824.5m		5.4%PE41.7x
TT Trane TechnologiesUS$390.130.7%
+US$634.2m		-2.5%PE29.3x
AAON AAONUS$96.587.3%
+US$533.2m		-28.3%PE78.5x

Latest News

ROCK
US$51.15
Gibraltar Industries
7D
-12.2%
1Y
-16.7%
MOD
US$147.52
Modine Manufacturing
7D
11.9%
1Y
5.4%
AOS
US$73.09
A. O. Smith
7D
1.5%
1Y
2.6%

AOS: Capital Returns And M&A Will Offset Softer Unit Shipments

Narrative Update on A. O.
CSW
US$335.19
CSW Industrials
7D
1.9%
1Y
-12.0%

CSW: Future Returns Will Reflect Expanded Buybacks And Steady Long Term Assumptions

Analysts have nudged their fair value estimate for CSW Industrials higher, with the target moving from about $312.33 to around $321.17. They cited updated assumptions around revenue growth, profit margins and future P/E expectations.
REZI
US$37.02
Resideo Technologies
7D
-2.6%
1Y
55.7%

REZI: Smart Thermostat Expansion And Margin Improvement Will Support Future Upside

Analysts kept their fair value estimate for Resideo Technologies steady at US$48.00, explaining that only modest tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E did not justify a change in the overall price target. What's in the News Resideo launched the Honeywell Home X8S smart thermostat, featuring a large touchscreen, precision sensing and control, and live video streaming from compatible doorbells.
CSL
US$357.89
Carlisle Companies
7D
-2.3%
1Y
-11.7%
AAON
US$96.58
AAON
7D
7.3%
1Y
-28.3%

AAON: Data Center Cooling Demand And Short Seller Claims Will Shape Outlook

Analysts have raised their fair value estimate for AAON from $90.00 to $100.00, citing ongoing data center cooling demand across chillers, CDUs, dry coolers, and airside solutions, which they believe is not materially affected by concerns around Rubin chips. Analyst Commentary The recent pullback in AAON shares reflects investor worries that future chip architectures could reduce the need for traditional chiller based cooling, especially in high density data centers.
JCI
US$114.51
Johnson Controls International
7D
1.4%
1Y
39.6%
CARR
US$57.44
Carrier Global
7D
3.4%
1Y
-17.8%
BLDR
US$125.25
Builders FirstSource
7D
-2.9%
1Y
-25.5%
ALLE
US$166.92
Allegion
7D
2.1%
1Y
25.3%

Some Shareholders Feeling Restless Over Allegion plc's (NYSE:ALLE) P/E Ratio

Jan 15
Some Shareholders Feeling Restless Over Allegion plc's (NYSE:ALLE) P/E Ratio
AWI
US$189.04
Armstrong World Industries
7D
-3.8%
1Y
25.7%
WMS
US$155.79
Advanced Drainage Systems
7D
-2.2%
1Y
23.2%
LII
US$509.68
Lennox International
7D
-2.4%
1Y
-23.6%
MAS
US$69.90
Masco
7D
-1.8%
1Y
-12.0%
TT
US$390.13
Trane Technologies
7D
0.7%
1Y
-2.5%

TT: AI Building Decarbonization And Data Center Cooling Will Support Future Upside

Analysts now see slightly less upside for Trane Technologies, trimming their fair value estimate from about US$482.28 to around US$479.91, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Trane Technologies and Amazon reported results from an AI powered building decarbonization project using BrainBox AI and AWS.